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Fidelity MSCI Real Estate Index ETF
FREL

204 hedge funds and large institutions have $375M invested in Fidelity MSCI Real Estate Index ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

15% more funds holding

Funds holding: 177 → 204 (+27)

12% more capital invested

Capital invested by funds: $335M → $375M (+$40.6M)

0.28% more ownership

Funds ownership: 36.89% → 37.17% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
67
Reduced
67
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.25M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.06M
3
OPS
Orion Portfolio Solutions
Nebraska
+$2.06M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.01M
5
AWM
AE Wealth Management
Kansas
+$1.99M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$17.8M
2
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$9.26M
3
FSC
Full Sail Capital
Oklahoma
-$4.71M
4
AT
American Trust
Kentucky
-$3.15M
5
CAG
Crestwood Advisors Group
Massachusetts
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
51
Mariner
Kansas
$1.69M -$63.8K -2,678 -4%
FAM
52
Forte Asset Management
New York
$1.66M +$90.7K +3,808 +7%
FSC
53
Full Sail Capital
Oklahoma
$1.59M -$4.71M -197,762 -77%
TRCT
54
Tower Research Capital (TRC)
New York
$1.58M -$1M -42,050 -41%
FNC
55
First National Corp
Massachusetts
$1.55M +$675K +28,335 +95%
HCA
56
Heck Capital Advisors
Wisconsin
$1.54M +$1.38M +57,766 New
LPAM
57
Lodestar Private Asset Management
California
$1.53M +$62.4K +2,620 +5%
CAN
58
Cetera Advisor Networks
California
$1.5M +$12.2K +513 +0.9%
AI
59
Atria Investments
North Carolina
$1.49M -$442K -18,563 -25%
NL
60
NWAM LLC
Washington
$1.49M +$106K +4,439 +9%
BFA
61
Beaumont Financial Advisors
Massachusetts
$1.41M +$1.26M +52,907 New
RWP
62
RWA Wealth Partners
Massachusetts
$1.38M +$1.23M +51,677 New
PHAM
63
Palisades Hudson Asset Management
Florida
$1.37M +$1.23M +51,523 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.22M +$188K +7,899 +21%
S
65
Sachetta
Massachusetts
$1.2M +$1.07M +44,987 New
LPP
66
Life Planning Partners
Florida
$1.05M +$941K +39,511 New
RK
67
Rather & Kittrell
Tennessee
$991K -$33.5K -1,405 -4%
VWM
68
Venturi Wealth Management
Texas
$989K -$80.7K -3,388 -8%
SMC
69
Smith, Moore & Co
Missouri
$987K – – –
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$978K +$120K +5,052 +16%
CWM
71
Cedar Wealth Management
California
$910K -$71.3K -2,996 -8%
LNC
72
Lincoln National Corp
Pennsylvania
$906K -$482K -20,246 -37%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$897K +$194K +8,167 +32%
CAG
74
Crestwood Advisors Group
Massachusetts
$877K -$2.14M -89,701 -73%
MA
75
Mutual Advisors
Nebraska
$872K -$143K -6,009 -16%
1 2
3
4 5

FREL Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Real Estate Index ETF (FREL) for Q4 2023, worth a combined $375M — up 12% from $335M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FREL positions and 11 closed out — a net gain of 29 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.25M. The largest seller was PNC Financial Services Group, cutting an estimated $17.8M.

  • 204 institutional investors held Fidelity MSCI Real Estate Index ETF (FREL) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $375M of Fidelity MSCI Real Estate Index ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 40 funds opened new Fidelity MSCI Real Estate Index ETF positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest Fidelity MSCI Real Estate Index ETF buyer in Q4 2023 was Goldman Sachs, an estimated $2.25M added.
  • The largest Fidelity MSCI Real Estate Index ETF seller in Q4 2023 was PNC Financial Services Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2023.